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Centricity Wealth Management’s Union Pacific UNP Stock Holding History

Centricity Wealth Management’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$51.3K Hold
223
– – 0.04% 169
2025
Q1 		$52.7K Hold
223
– – 0.05% 165
2024
Q4 		$50.9K Buy
+223
New +$52.8K 0.05% 165

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centricity Wealth Management's UNP Position: Q2 2025 in Review

Centricity Wealth Management held its Union Pacific (UNP) position steady in Q2 2025 at 223 shares worth $51.3K. The position accounts for 0.04% of the portfolio, ranked #169.

Centricity Wealth Management first reported a position in UNP in Q4 2024 and has held it in 3 quarters since. The position peaked at $52.7K in Q1 2025. 2,668 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • Centricity Wealth Management held 223 shares of Union Pacific worth $51.3K as of Q2 2025.
  • Centricity Wealth Management left its Union Pacific share count unchanged in Q2 2025.
  • Union Pacific made up 0.04% of Centricity Wealth Management's portfolio in Q2 2025, its #169 holding.
  • Centricity Wealth Management first reported a position in Union Pacific in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Union Pacific position peaked at $52.7K in Q1 2025.
  • 2,668 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.